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Lloyd Advisory Services’s Simplify Stable Income ETF BUCK Stock Holding History

Lloyd Advisory Services’s Portfolio BUCK Stock Details BUCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$643K Buy
+27,470
New +$646K 0.25% 53
2026
Q1 		– Sell
-20,228
Closed -$480K – 881
2025
Q4 		$480K Buy
+20,228
New +$482K 0.19% 61
2025
Q1 		– Sell
-69,378
Closed -$1.7M – 99
2024
Q4 		$1.7M Sell
69,378
-1,745
-2% -$42.9K 0.81% 23
2024
Q3 		$1.75M Buy
71,123
+742
+1% +$18.3K 0.85% 22
2024
Q2 		$1.73M Buy
+70,381
New +$1.74M 0.82% 25

Other funds holding BUCK

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
ECA
Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Lloyd Advisory Services's BUCK Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Simplify Stable Income ETF (BUCK) in Q2 2026: 27,470 shares worth $643K. The stake represents 0.25% of the portfolio and ranks #53 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in BUCK as recently as Q4 2025.

Lloyd Advisory Services first reported a position in BUCK in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2024. 102 funds tracked by Wall St. Rank hold BUCK as of Q2 2026.

  • Lloyd Advisory Services held 27,470 shares of Simplify Stable Income ETF worth $643K as of Q2 2026.
  • Simplify Stable Income ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Simplify Stable Income ETF made up 0.25% of Lloyd Advisory Services's portfolio in Q2 2026, its #53 holding.
  • Lloyd Advisory Services first reported a position in Simplify Stable Income ETF in Q2 2024 and has held it in 5 quarters since.
  • Lloyd Advisory Services's Simplify Stable Income ETF position peaked at $1.75M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held Simplify Stable Income ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.